|
1
|
Bank of America
Charlotte,
North Carolina
|
$96.8M
|
+$16.8M
|
+293,354
|
+17%
|
|
|
2
|
|
$79.4M
|
+$36.8M
|
+641,550
|
+65%
|
|
|
3
|
|
$65.2M
|
-$3.24M
|
-56,344
|
-4%
|
|
|
4
|
|
$54.9M
|
-$11M
|
-192,394
|
-15%
|
|
|
5
|
Envestnet Asset Management
Chicago,
Illinois
|
$36M
|
+$12.7M
|
+222,044
|
+43%
|
|
|
6
|
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
$29.1M
|
–
|
–
|
–
|
|
|
7
|
UBS Group
Zurich,
Switzerland
|
$27.7M
|
+$241K
|
+4,192
|
+0.7%
|
|
|
8
|
Ameriprise
Minneapolis,
Minnesota
|
$23.6M
|
+$1.39M
|
+24,282
|
+5%
|
|
|
9
|
|
$19.9M
|
-$1.32M
|
-23,006
|
-5%
|
|
|
10
|
Personal Capital Advisors
Redwood City,
California
|
$16.3M
|
+$2.28M
|
+39,624
|
+14%
|
|
|
11
|
Bank of New York Mellon
New York
|
$15.2M
|
+$1.84M
|
+32,106
|
+11%
|
|
|
12
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$13.3M
|
+$1.33M
|
+23,228
|
+9%
|
|
|
13
|
Wells Fargo
San Francisco,
California
|
$12.8M
|
-$5.1M
|
-88,878
|
-25%
|
|
|
14
|
US Bancorp
Minneapolis,
Minnesota
|
$10.8M
|
-$1.37M
|
-23,938
|
-10%
|
|
|
15
|
LPL Financial
San Diego,
California
|
$10.3M
|
+$986K
|
+17,164
|
+9%
|
|
|
16
|
Mariner
Overland Park,
Kansas
|
$9.44M
|
+$458K
|
+7,976
|
+4%
|
|
|
17
|
ETrade Capital Management
Arlington,
Virginia
|
$8.92M
|
+$757K
|
+13,178
|
+8%
|
|
|
18
|
Truist Financial
Charlotte,
North Carolina
|
$8.51M
|
-$79K
|
-1,376
|
-0.8%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$8.04M
|
-$2.51M
|
-43,730
|
-21%
|
|
|
20
|
Frontier Wealth Management
Kansas City,
Missouri
|
$5.89M
|
+$433K
|
+7,546
|
+7%
|
|
|
21
|
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
$5.84M
|
+$4.19M
|
+73,004
|
+156%
|
|
|
22
|
Osaic Holdings
Scottsdale,
Arizona
|
$5.41M
|
+$63.6M
|
+1,108,270
|
New
|
|
|
23
|
Fiduciary Trust
Boston,
Massachusetts
|
$5.29M
|
+$353K
|
+6,154
|
+6%
|
|
|
24
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$4.85M
|
+$850K
|
+14,798
|
+17%
|
|
|
25
|
SEI Investments
Oaks,
Pennsylvania
|
$4.72M
|
-$1.46M
|
-25,374
|
-21%
|
|
